Take Photo uses the tablet or laptop camera. Choose Photo is available as a fallback.
Select the reason for cancelling this job.
Live overview of jobs, revenue and driver activity
Current commercial position using the selected Dashboard filters.
Like-for-like comparison using the current Dashboard filters.
Driver Required Data totals for the selected Dashboard period, split by delivery completion. Signatures remain compulsory but are shown on the job/POD rather than in these totals.
| Product | Product Quantity | Required Data | Total / Recorded | Unit | Outstanding |
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| Product | Product Quantity | Required Data | Total / Recorded | Unit | Outstanding |
|---|
A quick view of jobs, delivery status and drivers.
Current booking pipeline
Jobs assigned and delivered
| Driver | Requirements | Assigned | Delivered | Revenue Inc VAT |
|---|
Filter, search and open the jobs you need.
Use date/time ranges, driver, order status, payment status, source and booking user for detailed searches.
Find previous jobs by Job No., reference, customer details, delivery address or site contact.
Jobs matching the selected date, time, driver and customer details
| Job No. | View / Edit | Calendar Date | Delivery | Customer | Source | Marketing | Created By | Product | Driver | Status | Payment | Method | Ex VAT | Inc VAT | Customer Job Ref | Created | Modified | Completed |
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| Quote No. | Date Created | Valid Until | Customer | Customer Ref | Delivery Date | Delivery Address | Notes | Ex VAT | Inc VAT | State | Converted Job | Last Modified | Actions |
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Jobs use delivery date. Quotes use date created. One filter set drives the analytics below.
Job revenue Inc VAT across the selected delivery period.
Filtered job value Inc VAT.
Active vs converted quotations.
Current operational pipeline.
Jobs, delivered work, revenue and allocated planner hours.
| Driver | Jobs | Delivered | Revenue Inc VAT | Planner Hours |
|---|
Ranked by job revenue Inc VAT.
Quantity across filtered jobs.
Jobs and allocated planner hours by truck.
Commercial pipeline by quote state.
Create a promotion and choose the opted-in audience.
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Paste or upload an email template.
Additional capabilities identified and prototyped during Project 1.
Create customer quotations using the same product and delivery flow as Jobs, then convert an approved Quote directly into a Planner Job.
Revenue, payment status, driver, customer, product, truck and future unit-of-measure management analytics.
Select an original Job and demonstrate full or partial line refunds while preserving the original transaction and VAT trail.
Future Dojo online payment integration against Planner Jobs with payment intent / checkout and automatic confirmation.
Import or export Products and Customers using CSV, with mapping, validation, preview and onboarding tools.
Admin tools to safely clear operational records and rebuild the verified Direct Mini Mix showcase dataset for onboarding, demos and support.
Create promotional HTML / CSS emails and target opted-in customers.
Automatically notify customers by text as their Quote or Job moves through key workflow stages.
| Job No. | Delivery | Customer | Customer Ref | Products / Unit | Status | Payment | Ex VAT | Inc VAT | Action |
|---|
Planner-style Job view with simulated Dojo payment actions. Intentionally isolated from Project 1 operational logic.
Future module for onboarding new clients, bulk-updating Direct Mini Mix data and exporting clean CSV copies of Products or Customers.
Select a CSV file to preview and map fields.
No file selected| Business | Contact | Postcode | Office | Account Contact | Marketing |
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| PLU No. | Description | Unit | Group | Category | Pricing | Price Ex Tax | Price Inc Tax | Tax Rate |
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| Group Name | Description | Products |
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| Category Name | Description | Products |
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| Name | Header | Items | Office Compulsory | Driver Compulsory | Products |
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| Unit | Name | Active |
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| Registration / ID | Description | Active |
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| Name | Username | Role | Active |
|---|
Used across the portal and available for future invoices, receipts and driver emails.
Example header for future invoices, receipts and delivery emails.
Fixed system statuses are shown first and cannot be changed. Other status labels may be renamed or activated/deactivated.
Fast telesales shortcuts shown directly on the Planner.
Choose the single Product Group shown first in Quick Add and when Add Product opens on a Quote.
Select the Product PLU used for the optional Delivery Charge reminder on Jobs and Quotes.
Select the Product PLU used by the Quick Add Wait Time shortcut. The product can carry Required Data such as Free Minutes.
Reference only — how the customer intends to pay. This does not change Paid / Unpaid status.
Rename the fixed reasons below. Reasons cannot be added or removed.
Customer source options used on Customer records and Dashboard reporting.
Products and historic job lines retain their saved tax rate. Add a new rate when government rates change rather than overwriting historic rates.
Temporary Project 1 administration tools. These actions permanently clear data stored in this browser. Configuration and login are kept unless stated.